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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,538 | $101,795-40.5% | $165,100-63.3% | $80,959-25.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 8.34% | 16.73%-8.4pp | 70.21%-61.9pp | 35.67%-27.3pp |
| Employer contribution / active EE | $3,077 | $2,954+4.2% | $4,348-29.2% | $2,757+11.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,988 | $8,221-75.8% | $12,696-84.3% | $6,925-71.3% |